Waverly Advisors’s Trade Desk TTD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$814K Sell
11,302
-10,847
-49% -$781K 0.01% 668
2025
Q1
$1.21M Buy
22,149
+9,993
+82% +$547K 0.01% 569
2024
Q4
$1.43M Buy
12,156
+7,605
+167% +$894K 0.02% 446
2024
Q3
$499K Sell
4,551
-20
-0.4% -$2.19K 0.01% 583
2024
Q2
$446K Buy
+4,571
New +$446K 0.01% 601